Services

M&A Transaction Advisory

Bush Chook advises business owners, management teams, and boards at every stage of an M&A transaction. Whether you are three years from a planned exit or actively running a process today, senior-led advisory is available on both the buy side and sell side, scaled to the size and complexity of your situation.

  • Exit readiness assessment: evaluate current valuation, multiple, and positioning as viewed by strategic, financial, and public company buyers
  • Identification of value creation opportunities prior to go-to-market: financial reporting structure, accounting method review, tax election optimization, entity restructuring, working capital improvement
  • Buy-side and sell-side transaction support: process management, management presentation development, data room preparation, counterparty negotiation support
  • Board and ownership-level preparation: helping founders, family businesses, and ownership groups understand the mechanics and expectations of a transaction before they are in one
  • Transition planning for ownership succession, particularly in the context of estate planning, generational transfer, and evolving federal tax law

A disproportionate number of closely held businesses will change hands in the next decade as the ownership generation transitions. Many will leave significant value on the table because they were not positioned correctly before going to market. Bush Chook exists to close that gap.

Investor Relations Advisory

Bush Chook works with micro-cap through mid-cap public companies to build and refine investor relations programs that reflect the actual quality of the business. Engagements range from targeted project work to ongoing advisory, depending on what the organization needs.

  • IR program assessment and strategy development
  • Investor messaging and narrative overhaul
  • Investor targeting and outreach strategy
  • Earnings call and quarterly communications process refinement
  • Crisis and special-situation communications: activism, restatements, litigation, and leadership transitions
  • Board reporting and board prep support
  • Investor perception studies
  • Consensus tracking tool evaluation and buildout
  • Investor Day and conference strategy
  • IR disclosure process review and best practices implementation

At the micro-cap through mid-cap level, an IR program rarely gets the senior attention it deserves — not for lack of effort, but because resources and bandwidth are stretched across competing priorities. The work does not require a large team. It requires senior judgment, market credibility, and a clear-eyed view of how the investment community actually evaluates the story.